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      myCIO Wealth Partners

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      myCIO Wealth Partners Reviews

      4.1

      90% would recommend to a friend

      (27 total reviews)

      David E. Lees, CFA, CPA, CAIA

      93% approve of CEO

      93% positive business outlook

      myCIO Wealth Partners has an employee rating of 4.1 out of 5 stars, based on 27 company reviews on Glassdoor which indicates that most employees have an excellent working experience there. The myCIO Wealth Partners employee rating is in line with the average (within 1 standard deviation) for employers within the Finance industry (3.7 stars).

      Reviews by job title

      27 reviews
      5.0
      6 June 2018

      Solid Work Experience and Great Place to Work

      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      Every day is different at myCIO. You never get bored. The firm focuses on a wide range of disciplines including tax planning, investment management, and general financial planning. You get to work with a sophisticated clientele which constantly pushes your limits and challenges you to become better. In my experience, the firm has rewarded my efforts with very competitive compensation.

      Cons

      This is a service business and clients can be demanding so you have to willing to work hard and if you are in a client facing role, you have to be prepared to be on call when needed.

      4.0
      2 Dec 2020

      Analyst

      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      Perfect firm to grow your industry knowledge, train with experienced professionals and develop a comprehensive skill set for financial planning

      Cons

      Mundane task that are apart of advising business. Minimal time off and lack of work life balance.

      5.0
      23 May 2018

      Invaluable Experience for Learning the Wealth Mgmt Business!

      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      - Top RIA in the Philadelphia area and generally ranked very high in national rankings. This is the big leagues! - Work on high net worth clients and assisted on complex issues. Clients ranged from $10M to $200M. Have seen other wealth management firms indicate their clientele are high net worth, but not in the same ballpark as myCIO clients. - Hard work is recognized and rewarded. Spot bonuses (in addition to year end bonus) are rewarded as warranted. - Client service is top rate and proactive in nature. Clients tell our story for us which leads to referrals and more opportunities. - Good location (near 30th Street and Center City) and as an employee you have access to health club on 28th floor (yoga room, lap pool, outside terrace, etc.)

      Cons

      - If you are not willing to work hard then this may not be the place for you. (But again, hard work is rewarded). - Back office operations still being built out. New reporting system now in place (and is great addition), Firm is moving to new email platform. Progress is being made, just need to be patient. - Relocating for personal reasons, otherwise would not be leaving.

      Viewing 1 - 3 of 27 Reviews
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      ReviewsmyCIO Wealth Partners reviews

      Glassdoor has 34 myCIO Wealth Partners reviews submitted anonymously by myCIO Wealth Partners employees. Read employee reviews and ratings on Glassdoor to decide if myCIO Wealth Partners is right for you.